Daymark Wealth Partners’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $797K | Buy |
5,655
+303
| +6% | +$42.7K | 0.03% | 291 |
|
|
2025
Q1 | $624K | Buy |
5,352
+811
| +18% | +$94.6K | 0.03% | 303 |
|
|
2024
Q4 | $571K | Sell |
4,541
-293
| -6% | -$36.8K | 0.02% | 304 |
|
|
2024
Q3 | $504K | Buy |
4,834
+751
| +18% | +$78.3K | 0.02% | 334 |
|
|
2024
Q2 | $397K | Buy |
+4,083
| New | +$397K | 0.02% | 355 |
|
|
2023
Q3 | – | Sell |
-2,367
| Closed | -$202K | – | 399 |
|
|
2023
Q2 | $202K | Sell |
2,367
-289
| -11% | -$24.7K | 0.02% | 360 |
|
|
2023
Q1 | $233K | Buy |
+2,656
| New | +$233K | 0.03% | 260 |
|